Hi Melissa Eppinger,

Thanks for sharing feedback.

You can schedule reports to be sent by email in 2 ways. The first is when on any 'Insights' dashboard, there are 3 dots up the top right corner with the option to 'Schedule Delivery'.

The second is in Additional Reports where there is a 'Schedule' button beside generate.

This is the guide for the second: https://support.phorest.com/hc/en-us/articles/360017412860-How-do-I-schedule-a-report-to-be-sent-to-me-or-to-a-staff-member-automatically-by-email

We'' get the guide updated with the first option steps.

Many Thanks,

Helen